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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,229 | $105,284+254.5% | $150,734+147.6% | $94,015+297.0% |
| Participation rate | 96.8% | 71.7%+25.0pp | 78.4%+18.3pp | 70.8%+26.0pp |
| Annual return | 13.07% | 15.67%-2.6pp | 600.81%-587.7pp | 17.84%-4.8pp |
| Employer contribution / active EE | $5,185 | $3,599+44.1% | $4,918+5.4% | $2,790+85.8% |
| Participant deferral / active EE | $5,544 | $4,274+29.7% | $5,610-1.2% | $4,249+30.5% |
| Admin fee / account holder | $131 | $9,839-98.7% | $14,905-99.1% | $8,951-98.5% |